Laurel Wealth Planning LLC Spdr Portfolio S&P 500 High Di Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$33.0 - $39.88 $540,111 - $652,715	-16,367 Reduced 75.87%	5,206 $204,000
Q3 2023 Oct 27, 2023	SELL	$34.75 - $38.84 $489,836 - $547,488	-14,096 Reduced 39.52%	21,573 $757,000
Q2 2023 Jul 19, 2023	SELL	$35.13 - $38.46 $1.11 Million - $1.21 Million	-31,488 Reduced 46.89%	35,669 $1.32 Million
Q1 2023 Apr 18, 2023	SELL	$35.58 - $43.09 $1.06 Million - $1.29 Million	-29,839 Reduced 30.76%	67,157 $2.55 Million
Q4 2022 Feb 01, 2023	SELL	$35.5 - $41.73 $680,393 - $799,797	-19,166 Reduced 16.5%	96,996 $3.84 Million
Q3 2022 Nov 02, 2022	SELL	$35.47 - $43.38 $199,270 - $243,708	-5,618 Reduced 4.61%	116,162 $4.12 Million
Q2 2022 Aug 09, 2022	BUY	$38.63 - $45.45 $2.22 Million - $2.61 Million	57,343 Added 88.99%	121,780 $4.86 Million
Q1 2022 Apr 28, 2022	BUY	$41.75 - $44.47 $2.69 Million - $2.87 Million	64,437 New	64,437 $2.83 Million

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$473 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$163 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$136 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$125 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$91.6 Million
2.32% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

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